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Philip E. Smith | Financial Advisor | Salient Wealth Planning

Philip E. Smith CFP®, ChFC®, MSFS, RICP®

Managing Director, Financial Advisor

Allison Wooton CRPC™, RICP®, APMA™

Financial Advisor

Richard | Operations Analyst | Salient Wealth Planning CA

Richard Vertucci CRPC™

Investment Operations Analyst, Financial Advisor

Liz Castle | Operations Specialist | Salient Wealth Planning

About Us

We are dedicated to providing strategic financial planning and investment management that is right for you.

Our Office

3655 Nobel Drive #510
San Diego CA 92122

E: Team@salientwealthplanning.com
P: 858-768-0096

Legal

Disclosures

Form CRS

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Fidelity Investments is unaffiliated with Salient Wealth Planning (SWP) and the other third parties listed. Fidelity is a service provider to SWP. There is no form of legal partnership, agency affiliation, or similar relationship between SWP and Fidelity, nor is such a relationship created or implied by the information herein. 1110700.1.0

Philip E. Smith CFP®, ChFC®, MSFS, RICP®

Allison Wooton CRPC™, RICP®, APMA™

Richard Vertucci CRPC™

Liz Castle

About Us

Our Office